Soltis Investment Advisors LLC

Position in PTLC — Pacer Trendpilot US Large Cap ETF

CIK 1802530 ST. GEORGE, UT

All Filings in PTLC

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 PTLC	$2,534,395	48,311	-10.7%	Shares	Sole	2026-04-27
2025-12-31 PTLC	$3,006,377	54,091	-28.1%	Shares	Sole	2026-04-02
2025-09-30 PTLC	$4,117,240	75,187	-6.3%	Shares	Sole	2025-11-12
2025-06-30 PTLC	$4,075,114	80,282	+1.9%	Shares	Sole	2025-08-06
2025-03-31 PTLC	$4,052,562	78,767	+29.1%	Shares	Sole	2025-05-13
2024-12-31 PTLC	$3,259,519	60,994	+9.6%	Shares	Sole	2025-01-29
2024-09-30 PTLC	$2,924,670	55,655	+8.2%	Shares	Sole	2025-01-03
2024-06-30 PTLC	$2,559,604	51,439	+26.1%	Shares	Sole	2024-08-12
2024-03-31 PTLC	$1,947,071	40,802	+17.3%	Shares	Sole	2024-05-29
2023-12-31 PTLC	$1,505,406	34,791	+253.5%	Shares	Sole	2024-01-26
2023-09-30 PTLC	$393,246	9,841	-5.5%	Shares	Sole	2023-11-08
2023-06-30 PTLC	$429,974	10,411	0.0%	Shares	Sole	2023-08-09
2023-03-31 PTLC	$396,346	10,411	0.0%	Shares	Sole	2023-05-03
2022-12-31 PTLC	$390,308	10,411	0.0%	Shares	Sole	2023-02-09
2022-09-30 PTLC	$392,078	10,411	0.0%	Shares	Sole	2022-11-14
2022-06-30 PTLC	$391,037	10,411	-0.0%	Shares	Sole	2022-08-11
2022-03-31 PTLC	$404,402	10,412	-27.8%	Shares	Sole	2022-05-06
2021-12-31 PTLC	$598,674	14,412	-0.3%	Shares	Sole	2022-02-09
2021-09-30 PTLC	$545,236	14,451	0.0%	Shares	Sole	2021-11-09
2021-06-30 PTLC	$543,357	14,451	-28.0%	Shares	Sole	2021-08-04
2021-03-31 PTLC	$697,613	20,081	-26.4%	Shares	Sole	2021-05-11
2020-12-31 PTLC	$892,241	27,269	-53.4%	Shares	Sole	2021-02-10
2020-09-30 PTLC	$1,726,500	58,466	-30.3%	Shares	Sole	2020-10-28
2020-06-30 PTLC	$2,281,866	83,923	-73.5%	Shares	Sole	2020-08-12
2020-03-31 PTLC	$8,544,910	316,361	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.